How to Format Your CSV File for TexAu Automation

Using correctly formatted CSV files is essential for seamless integration and accurate automation in TexAu. Below are the steps and best practices to ensure your CSV file is properly prepared for use.

Steps to Ensure Correct CSV File Format

1. Organize Data into Columns

• Structure your data into clear, distinct columns with appropriate headers.
• Examples of common headers:
  • LinkedInProfileURL
  • FirstName
  • LastName
  • CompanyName

2. Use Standard Delimiters

• Ensure the file uses a comma (,) as the delimiter. Avoid other separators like tabs or semicolons.

3. Ensure Proper Header Naming

• Use simple, descriptive header names without special characters.
• Headers should match the placeholders or variables in your automation (e.g., {FirstName}, {CompanyName}).

4. Save as CSV Format

• Save your file with the .csv extension. Avoid using Excel or other file formats like .xlsx or .txt.

5. Avoid Empty or Unnecessary Rows

• Remove blank rows or unnecessary data to improve processing speed and accuracy.

6. Ensure Accurate Data

• Verify that all the rows contain complete and accurate information relevant to the automation.

How to Validate Your CSV File in TexAu

1. Preview Your File

   • After uploading your CSV file, use TexAu's file preview feature to check the data format and ensure columns match the required headers.

2. Select the Correct Header

   • During automation setup, select the correct header that matches the data (e.g., LinkedInProfileURL for LinkedIn automations).

3. Test with a Sample File

   • Run a small test with a sample file to validate the structure and data accuracy before using the full dataset.

Benefits of a Correctly Formatted CSV

1. Improved Automation Accuracy

   • Ensures data is processed correctly, minimizing errors in tasks like messaging, scraping, or data enrichment.

2. Faster Processing

   • Clean and organized files reduce processing time and avoid workflow interruptions.

3. Seamless Integration

   • Compatible formats allow for smooth data import and integration with tools like Google Sheets or APIs.

4. Error-Free Workflows

   • Avoids automation failures caused by invalid or misformatted data.

By following these guidelines, you can ensure your CSV file is properly formatted and ready for efficient use in TexAu. This preparation minimizes errors and maximizes the effectiveness of your automation workflows.

Related Help Center Articles

1. How to Select Your Input Source in TexAu – Learn how to set up and configure input sources for automation.
2. Choose Your Output Mode – Understand how to align formatted CSV data with output options.
3. Building Workflows – Discover how to use properly formatted CSV files in workflows.
4. How to Use TexAu Data Store – Manage and organize results exported into or from a CSV format.
5. Support – Get assistance with CSV formatting and related automation challenges.